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Financial Literacy

OMNI offers financial literacy presentations that seek to help Plan Sponsors educate employees on how to make informed decisions on their path to retirement while simultaneously helping to fulfill an employers Universal Availability obligations.

Realize Your Dreams

Our presentation entitled “Realize Your Dreams” gives future retirees the opportunity to understand the benefits of a 403(b) program, guiding them through a plan that is specific to their personal retirement position.

Product-neutral pesentations powered by Omni are available upon request. These presentations can be made by an investment provider of your choice. Investment providers are pre-screened and monitored by Omni to ensure unbiased presentations.

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